Core Viewpoint - Copper stocks have seen a significant rise, driven by expectations of potential interest rate cuts by the Federal Reserve and a tightening domestic copper market [1] Group 1: Market Performance - Minmetals Resources (01208) increased by 7.96% - Jiangxi Copper (00358) rose by 7.69% - China Daye Nonferrous Metals (00661) gained 7.53% - China Nonferrous Mining (01258) climbed 6.69% [1] Group 2: Market Drivers - Huafu Securities indicates that potential interest rate cuts by the Federal Reserve could lead to a substantial increase in copper prices, as domestic prices have stopped declining and are on the rise [1] - The ongoing tight supply-demand dynamics are expected to support copper prices [1] Group 3: Long-term Outlook - In the medium to long term, deeper interest rate cuts by the Federal Reserve are anticipated to boost investment and consumption, while also creating more space for domestic monetary policy [1] - The potential for inflation rebound due to subsequent fiscal policies from the Trump administration is expected to further elevate copper price levels [1] - Strong demand from the renewable energy sector is projected to widen the supply-demand gap, maintaining a positive outlook for copper prices [1]
铜业股普升 五矿资源(01208)涨7.96% 机构指新能源需求强劲将带动供需缺口拉大